See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $364,600 |
HARBOR10+ years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 26 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $105,043 |
SLAVIC INTEGRATED ADMINISTRATION10+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $81,841 |
HUMAN RESOURCES INC10+ years Service code 14 · EIN 52-1665523 | Plan Administrator | $77,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,714 | $122,186-43.8% | $146,958-53.2% | $199,593-65.6% |
| Participation rate | 75.0% | 78.3%-3.2pp | 82.2%-7.1pp | 72.0%+3.1pp |
| Annual return | 24.06% | 30.56%-6.5pp | 418.34%-394.3pp | 34.25%-10.2pp |
| Employer contribution / active EE | $4,731 | $4,093+15.6% | $4,933-4.1% | $3,034+55.9% |
| Participant deferral / active EE | $6,161 | $8,502-27.5% | $8,070-23.7% | $5,087+21.1% |
| Admin fee / account holder | $435 | $179+143.5% | $12,998-96.7% | $269+61.9% |